MPWT
XP icon

MassMutual Private Wealth & Trust’s XP XP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Buy
1,120
+22
+2% +$392 ﹤0.01% 1146
2026
Q1 		$20.9K Buy
1,098
+244
+29% +$4.71K ﹤0.01% 1063
2025
Q4 		$14K Buy
854
+22
+3% +$387 ﹤0.01% 1256
2025
Q3 		$15.6K Sell
832
-48
-5% -$861 ﹤0.01% 1222
2025
Q2 		$17.8K Sell
880
-347
-28% -$6K ﹤0.01% 1151
2025
Q1 		$16.9K Buy
1,227
+1,216
+11,055% +$16.7K ﹤0.01% 1098
2024
Q4 		$130 Sell
11
-39
-78% -$614 ﹤0.01% 2274
2024
Q3 		$897 Buy
50
+37
+285% +$675 ﹤0.01% 1883
2024
Q2 		$229 Sell
13
-16
-55% -$331 ﹤0.01% 2061
2024
Q1 		$744 Buy
29
+8
+38% +$201 ﹤0.01% 1773
2023
Q4 		$547 Sell
21
-145
-87% -$3.31K ﹤0.01% 1800
2023
Q3 		$3.83K Buy
+166
New +$4.16K ﹤0.01% 1331

Other funds holding XP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return